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Getting the most out of client portals with Tessa Lee

Getting the most out of client portals with Tessa Lee

Released Thursday, 13th February 2020
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Getting the most out of client portals with Tessa Lee

Getting the most out of client portals with Tessa Lee

Getting the most out of client portals with Tessa Lee

Getting the most out of client portals with Tessa Lee

Thursday, 13th February 2020
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This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.

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Loose Change

Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.

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